Vista Wealth Management Group, LLC Dimensional ETF Tr U S Equity Transaction History
Vista Wealth Management Group, LLC
- $1.32 Billion
- Q2 2024
A detailed history of Vista Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 280,530 shares of DFUS stock, worth $17.3 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
280,530
Previous 281,189
0.23%
Holding current value
$17.3 Million
Previous $16 Million
3.04%
% of portfolio
1.25%
Previous 1.26%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
625Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$490 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$364 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$310 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$255 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$228 Million0.23% of portfolio